General


 

Use the Transaction Browser

 

Overview

This article will show you how to navigate through the Transaction Browser.

Instructions

  1. Navigate to Financial > Transaction Browser
    civicrec_financial_transaction_browser.jpg
    • Note: You can also navigate to an account's transaction browser. In the Account, select Transaction Browser.
      transaction_browser.png
  2. Select filters:
    Transaction_browser_filters.png
    • Locations: Select locations
    • Payment Type: Select payment types
    • Account: Search and select any user
    • Transaction From: Enter the start date for results
    • Transaction To: Enter the end date for results
    • Receipt #: Enter a receipt number, if applicable
    • Show Voids: Select to show void transactions in addition to valid transactions
  3. Click Refresh Results to apply filters to search results refresh_results__view_receipt_on_transaction_browser_.png
  4. View results
    Rec_TransactionBrowser_Options.png

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